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Publications

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  • February 2018 (Revised June 2021)
  • Case

New Constructs: Disrupting Fundamental Analysis with Robo-Analysts

By: Charles C.Y. Wang and Kyle Thomas
This case highlights the business challenges associated with a financial technology firm, New Constructs, that created a technology that can quickly parse complicated public firm financials to paint a clearer economic picture of firms, remove accounting distortions,... View Details
Keywords: Fundamental Analysis; Machine Learning; Robo-analysts; Financial Statements; Financial Reporting; Analysis; Information Technology; Accounting Industry; Financial Services Industry; Information Technology Industry; North America; Tennessee
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  • September 2022
  • Article

Human Versus Machine: A Comparison of Robo-Analyst and Traditional Research Analyst Investment Recommendations

By: Braiden Coleman, Kenneth J. Merkley and Joseph Pacelli
We provide the first comprehensive analysis of the properties of investment recommendations generated by “Robo-Analysts,” which are human analyst-assisted computer programs conducting automated research analysis. Our results indicate that Robo-Analyst recommendations... View Details
Keywords: Fintech; Analysts; Robo-analysts; Investment Recommendations; Investment; Information Technology; Performance
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  • January 2022 (Revised March 2022)
  • Teaching Note

New Constructs: Disrupting Fundamental Analysis with Robo-Analysts

By: Charles C.Y. Wang and Albert Shin
Teaching Note for HBS Case No. 118-068. View Details
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  • 20 Mar 2018
  • First Look

First Look at New Research and Ideas, March 20, 2018

Analysis with Robo-Analysts Using machine-learning technology, New Constructs creates cleaned up financial statement data that removes accounting distortions. This powerful data aims to provide unparalleled insights into companies’ true... View Details
Keywords: Sean Silverthorne